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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SCP
4126
Shorepoint Capital Partners
Massachusetts
$161M +$7.65M +5% 8.4% 78 5.13%
BCA
4127
Bay Colony Advisors
Massachusetts
$161M +$22.3M +16% 7.66% 91.8% 270 31.11%
BA
4128
Bennicas & Associates
California
$161M +$27.7M +21% 5.98% 40.3% 94 12.77%
TS
4129
Tamar Securities
California
$161M +$35.4M +28% 8.81% 76.3% 48 20.83%
CWM
4130
Cedar Wealth Management
California
$161M +$12.5M +8% 5.88% 53.2% 228 9.65%
TWS
4131
Thomas W. Smith
$161M +$22.5M +16% 24.1% 9 22.22%
MAP
4132
Milestone Advisory Partners
North Carolina
$161M -$9.38M -6% 5.6% 19.7% 52 15.38%
WC
4133
Wynnefield Capital
New York
$161M +$25M +18% 21.9% 110% 26 19.23%
I2I
4134
Insight 2811 Inc
Illinois
$161M +$9.24M +6% 3.11% 22.2% 73 19.18%
BA
4135
Ballast Advisors
Minnesota
$160M +$19.9M +14% 8.28% 60.4% 176 13.07%
HBWM
4136
Hollow Brook Wealth Management
New York
$160M +$29.8M +23% 7.21% 104% 47 14.89%
DM
4137
Diker Management
New York
$160M +$22.6M +16% 12.8% 151% 42 26.19%
BWI
4138
Beacon Wealthcare Inc
North Carolina
$160M +$1.5M +0.9% 4.94% 31.6% 10 0%
LP
4139
Lexington Partners
New York
$160M +$31.8M +25% 20% 53.9% 4 50%
GCA
4140
Gradient Capital Advisors
California
$160M +$12.3M +8% 8.7% 71% 99 3.03%
MMEA
4141
MEAG MUNICH ERGO AssetManagement
Germany
$160M -$11.1M -7% 5.77% 18.2% 13 0%
CP
4142
Camelot Portfolios
Ohio
$160M +$4.43M +3% 5.07% 41.3% 212 17.45%
LRIA
4143
Leonard Rickey Investment Advisors
Washington
$160M +$6.18M +4% 4.99% 55.9% 75 29.33%
GAM
4144
GVO Asset Management
Switzerland
$160M -$83.1M -34% 20.3% 71.2% 35 65.71%
TSA
4145
Tri-Star Advisors
Texas
$160M +$7.43M +5% 4.19% 3.07% 58 22.41%
KLCM
4146
KG&L Capital Management
Louisiana
$160M +$29.6M +23% 8.72% 69.6% 138 32.61%
BAMG
4147
Brand Asset Management Group
Missouri
$160M +$2.94M +2% 8.14% 56.7% 263 9.89%
DL
4148
DOHJ LLC
Washington
$160M +$13.7M +9% 7.31% 51.5% 81 12.35%
PAM
4149
Pegasus Asset Management
New York
$160M +$13.3M +9% 8.96% 82% 74 9.46%
MFC
4150
Miramar Fiduciary Corp
Nevada
$160M +$1.03M +0.6% 3.8% 4 0%